A hub for independent voices and hard truths
The economic news is getting really bad but markets are still rising. The brief final stage of the market cycle.pic.twitter.com/55ZY4MGgPy https://t.co/rX8hxr3YI3 — Financelot (@FinanceLancelot) July 25, 2023 The overwhelming temptation of every financial pundit is to lure sheeple into a …
Companies are increasingly mentioning "AI" on their earnings calls. Nvidia, $NVDA, mentioned it 83 times on their most recent call. This earnings season should be extremely interesting, to say the least. Follow us @KobeissiLetter for real time analysis as we …
by Ok_Significance_4008 I remember this set up back in 1999 during the last stages of the dot.com bubble. The sequence of money flow went from hardware companies, to retail killers (remember Pets.com), to closed pay to play networks (remember AOL.com), …
Retail gamblers are trapped. After the best first half for Tech stocks in 40 years, institutions are dumping Tech stocks in the second half.https://t.co/It9OGJH69b Retail gamblers are trapped. pic.twitter.com/9ApQOQSKeP — Mac10 (@SuburbanDrone) July 10, 2023 Microsoft has been the most …
US short interest this month rose to the highest level since April 2022, as investors bet that the current bull run in stock market is set to falter. According to data from S3 Partners, the amount spent by short sellers …
Recent stock market surge deviates from reality, with fund managers buying overvalued stocks to catch up, pushing the market higher. https://twitter.com/MFHoz/status/1674879653008359424 Look at NAIIM, they are fully invested now. — The Macro Pulse (@TheMacroPulse) June 30, 2023 Nine months down, …
Short sellers are ramping up bets against US stocks even as paper losses on the positions surpass $100 billion. Total US short interest, or the amount traders have spent betting against US equities, exceeded $1 trillion this month as the …
Technology stocks are on a tear. Investors can’t agree on whether their recent run looks like the prelude to an eventual bust—like that of the dot-com era—or the start of a more durable rally. Hype around artificial intelligence has helped …
US Stocks market is worth 2x money supply M2 and moving higher as M2 is falling. This metric is not far from peaks of 2008 and 2021 #Recession #FederalReserve pic.twitter.com/6abrnaByDl — FinFab (@FinFabApp) June 8, 2023 The Nasdaq has now …
Since S&P 500’ s October low, forward P/E of 50 largest stocks (blue) is up by 30% … there hasn’t been any gain in forward EPS (orange) over same timeframe[Past performance is no guarantee of future results] pic.twitter.com/x46OMr9Ufe — Liz …
JPMorgan Chase & Co. projects real-money portfolios, including those of sovereign wealth and pension funds, will tilt back in favor of bonds to meet allocation targets, in the largest rebalancing flows to the asset class since the fourth quarter of …
Big tech stocks have some of the highest short interest in the market. Last month, investors added $3.57 billion to their short positions against $TSLA, $2.5 billion against $NVDA and $7.26 billion against $META — Cheddar Flow (@CheddarFlow) June 4, …
The fundamental problem with picking stocks is it's not a 50/50 chance as most investors think. 80% of all stocks generated 0% return and the remaining 20% of stocks accounted for all the gains. If you randomly pick a stock, …
Guest Post by Adam Hamilton at Zeal LLC: The gold miners’ stocks are soaring again, just blasting to new upleg highs this week! They are following their metal higher and amplifying its gains like usual. Yet despite their dramatic surges …
